Cassandra Troy – Financial Adviser

Adviser identifying number: 303873
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
Licence number: 223135
Licensee’s ABN: 24093733969
Licence controlled by:

The date the Financial Adviser commenced the appointment: 21/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HFB FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 1239400
Authorised Representative’s ABN: 23600646400

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advanced Diploma of Financial Planning – Kaplan Professional
• Certificate IV in Financial Services (Finance/Mortgage Broking) – AAMC Training Group
• Diploma of Financial Services (Financial Planning) – FINSIA
• Margin Lending and Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Cassandra Troy is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility